Viking Fund Management’s Phillips 66 PSX Stock Holding History

Viking Fund Management’s Portfolio PSX Stock Details PSX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.4M	Hold	85,000	–	–	1.29%	24
2026 Q1	$15.5M	Sell	85,000 -2,000	-2%	-$313K	1.59%	15
2025 Q4	$11.2M	Hold	87,000	–	–	1.3%	24
2025 Q3	$11.8M	Sell	87,000 -5,000	-5%	-$641K	1.43%	20
2025 Q2	$11M	Buy	92,000 +5,000	+6%	+$560K	1.51%	18
2025 Q1	$10.7M	Buy	87,000 +20,000	+30%	+$2.46M	1.55%	15
2024 Q4	$7.63M	Buy	67,000 +32,000	+91%	+$4.07M	1.19%	32
2024 Q3	$4.6M	Buy	35,000 +13,000	+59%	+$1.76M	0.75%	52
2024 Q2	$3.11M	Sell	22,000 -2,000	-8%	-$296K	0.56%	61
2024 Q1	$3.92M	Sell	24,000 -12,000	-33%	-$1.73M	0.71%	47
2023 Q4	$4.79M	Hold	36,000	–	–	0.93%	38
2023 Q3	$4.33M	Sell	36,000 -45,000	-56%	-$5.05M	0.87%	44
2023 Q2	$7.73M	Buy	81,000 +47,000	+138%	+$4.57M	1.46%	19
2023 Q1	$3.45M	Hold	34,000	–	–	0.66%	58
2022 Q4	$3.54M	Sell	34,000 -9,000	-21%	-$921K	0.7%	55
2022 Q3	$3.47M	Hold	43,000	–	–	0.82%	46
2022 Q2	$3.53M	Sell	43,000 -33,000	-43%	-$3.05M	0.82%	42
2022 Q1	$6.57M	Buy	76,000 +11,000	+17%	+$925K	1.49%	17
2021 Q4	$4.71M	Buy	65,000 +5,000	+8%	+$378K	1.24%	25
2021 Q3	$4.2M	Hold	60,000	–	–	1.22%	27
2021 Q2	$5.15M	Sell	60,000 -1,800	-3%	-$152K	1.47%	22
2021 Q1	$5.04M	Sell	61,800 -15,800	-20%	-$1.24M	1.5%	21
2020 Q4	$5.43M	Sell	77,600 -700	-0.9%	-$41.1K	1.75%	17
2020 Q3	$4.06M	Buy	78,300 +13,300	+20%	+$812K	1.51%	21
2020 Q2	$4.67M	Sell	65,000 -9,000	-12%	-$637K	1.73%	16
2020 Q1	$3.97M	Buy	74,000 +22,000	+42%	+$1.79M	1.75%	17
2019 Q4	$5.79M	Sell	52,000 -13,000	-20%	-$1.46M	1.63%	25
2019 Q3	$6.66M	Sell	65,000 -40,000	-38%	-$4.01M	1.9%	17
2019 Q2	$9.82M	Buy	105,000 +15,000	+17%	+$1.35M	2.61%	6
2019 Q1	$8.56M	Sell	90,000 -17,000	-16%	-$1.62M	2.13%	13
2018 Q4	$9.22M	Buy	107,000 +7,000	+7%	+$684K	2.57%	4
2018 Q3	$11.3M	Sell	100,000 -35,000	-26%	-$4.05M	2.31%	7
2018 Q2	$15.2M	Sell	135,000 -30,000	-18%	-$3.37M	2.92%	6
2018 Q1	$15.8M	Buy	165,000 +5,000	+3%	+$487K	3%	9
2017 Q4	$16.2M	Sell	160,000 -5,000	-3%	-$475K	2.64%	12
2017 Q3	$15.1M	Hold	165,000	–	–	2.41%	12
2017 Q2	$13.6M	Buy	165,000 +40,000	+32%	+$3.14M	2.09%	14
2017 Q1	$9.9M	Hold	125,000	–	–	1.33%	30
2016 Q4	$10.8M	Sell	125,000 -15,000	-11%	-$1.25M	1.37%	34
2016 Q3	$11.3M	Sell	140,000 -80,000	-36%	-$6.22M	1.85%	24
2016 Q2	$17.5M	Buy	220,000 +5,000	+2%	+$408K	3.03%	11
2016 Q1	$18.6M	Sell	215,000 -60,000	-22%	-$4.88M	3.57%	7
2015 Q4	$22.5M	Sell	275,000 -90,000	-25%	-$7.77M	4.44%	4
2015 Q3	$28M	Sell	365,000 -85,000	-19%	-$6.76M	4.92%	6
2015 Q2	$36.3M	Hold	450,000	–	–	4.8%	3
2015 Q1	$35.4M	Buy	450,000 +40,000	+10%	+$2.94M	4.62%	4
2014 Q4	$29.4M	Buy	410,000 +93,000	+29%	+$6.86M	4.16%	3
2014 Q3	$25.8M	Buy	317,000 +35,000	+12%	+$2.91M	2.86%	7
2014 Q2	$22.7M	Buy	282,000 +10,000	+4%	+$824K	2.57%	11
2014 Q1	$21M	Buy	272,000 +57,000	+27%	+$4.34M	2.92%	10
2013 Q4	$16.6M	Buy	215,000 +115,000	+115%	+$7.67M	2.53%	14
2013 Q3	$5.78M	Sell	100,000 -47,000	-32%	-$2.72M	1.02%	40
2013 Q2	$8.66M	Buy	+147,000	New	+$9.24M	1.59%	32

Other funds holding PSX

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

TCM

Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Viking Fund Management's PSX Position: Q2 2026 in Review

Viking Fund Management held its Phillips 66 (PSX) position steady in Q2 2026 at 85,000 shares worth $14.4M. The position accounts for 1.29% of the portfolio, ranked #24.

Viking Fund Management first reported a position in PSX in Q2 2013 and has held it in 53 quarters since. The position peaked at $36.3M in Q2 2015. 407 funds tracked by Wall St. Rank hold PSX as of Q2 2026.

Viking Fund Management held 85,000 shares of Phillips 66 worth $14.4M as of Q2 2026.
Viking Fund Management left its Phillips 66 share count unchanged in Q2 2026.
Phillips 66 made up 1.29% of Viking Fund Management's portfolio in Q2 2026, its #24 holding.
Viking Fund Management first reported a position in Phillips 66 in Q2 2013 and has held it in 53 quarters since.
Viking Fund Management's Phillips 66 position peaked at $36.3M in Q2 2015.
407 funds tracked by Wall St. Rank held Phillips 66 as of Q2 2026.

Based on Viking Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.